WealthPLAN, PC, Best Law Firm in San-jose, CA

WealthPLAN, PC

We are here because of our clients. We focus our practice on all aspects of the trusts, estates and tax arena so that we can offer our clients the most knowledgeable and highly specialized representation available.

Email:WealthPLAN, PC

Web Site: http://www.wealthplan.com

Phone: 877-563-2554

Fax: 408-918-9040

Address: 1960 The Alameda, Suite185, San-jose, CA 95126

Fee: Fixed Hourly Rates
Fixed Fees Available
Accepts Major Credit Cards

Other - Online Payment

Business Hour: Monday: By Appointment Only
Tuesday: By Appointment Only
Wednesday: By Appointment Only
Thursday: By Appointment Only
Friday: By Appointment Only

Attorneys in Firm: 9

Establish Year: 1996

Suggest Edit - Own this firm?

Lawyers in WealthPLAN, PC

Practice Area: Estate Planning, Trusts and Estates, Living Trusts, Contested Trusts and Estates, Probate, Revocable Living Trust, Irrevocable Life Insurance Trusts, ILITS, Advanced Estate Planning, Business Succession Planning, Estate and Gift Taxation, Trust Litigation, Trust Administration, Guardianship, Elder Law, Tax Controversy, Intentionally Defective Irrevocable Trusts, IDITS, IDGTS, Special Needs Trusts, Irrevocable Charitable Trusts, Wills, Contested Wills, Living Wills, Estate Litigation, Estate Administration, Family Wealth Transfer, Powers of Attorney, Retirement Planning, Wealth Planning, Wealth Preservation, Probate Litigation, Limited Liability Partnerships, Limited Partnerships, Business Formation, Federal Estate and Gift Taxation, Estate Planning for the Elderly, Long Term Care, Advance Directives, Self-Cancelling Installment Notes, Family Business Successions, Buy-Sell Agreements

About: We are here because of our clients. We focus our practice on all aspects of the trusts, estates and tax arena so that we can offer our clients the most knowledgeable and highly specialized representation available.

Former Firm Names: We are proud to continue serving clients under our established name.

Clients: Our clients value our commitment to privacy and professionalism.

Other Office Locations: We offer remote legal services and assist clients anywhere.

References: References are shared directly with clients to ensure confidentiality.

Team Members

Francis B. Doyle - Partner - Trusts and Estates Litigation; Taxation; Estate Planning; Guardianship and Conservatorship; Probate
Heather Ledgerwood - Attorney - Estate Planning; Trust Administration; Litigation; Estate and Gift Taxation; Trusts and Estates Taxation
John Francis Doyle - Partner - Litigation, Trusts and Estates, Estate Litigation, Contested Trusts and Estates, Estate Planning, Estate Settlements, Fiduciary Litigation, Trust Litigation, Trust Law, E-Discovery
Danielle L. DeMartino - Attorney - Estate Planning, Tax Planning
Nicole Ramos Takemoto - Attorney - Estate Planning; Trust Administration; Property Tax; Estate Administration; Probate; Estate and Gift Taxation; Trusts & Estates
Mr. Kevin L. Jentes, Esq. - Attorney - Estate Planning, Trust Administration, Estate Litigation, Tax Planning
Jean Claude B. Mallein, Jr. - Partner - Estate Planning; Trusts and Estates Litigation; Taxation; Trust and Probate Administration; Tax Planning; Tax Controversies; Trusts and Estates
Mr. Brian Qualls, Esq. - Attorney - Estate Planning

FAQ

Frequently Asked Questions

Q: Where is the law firm located?

A: The law firm is located at 1960 The Alameda, Suite185, San-jose, CA 95126.

Q: What are the law firm's practice areas?

A: The firm specializes in Estate Planning, Trusts and Estates, Living Trusts, Contested Trusts and Estates, Probate, Revocable Living Trust, Irrevocable Life Insurance Trusts, ILITS, Advanced Estate Planning, Business Succession Planning, Estate and Gift Taxation, Trust Litigation, Trust Administration, Guardianship, Elder Law, Tax Controversy, Intentionally Defective Irrevocable Trusts, IDITS, IDGTS, Special Needs Trusts, Irrevocable Charitable Trusts, Wills, Contested Wills, Living Wills, Estate Litigation, Estate Administration, Family Wealth Transfer, Powers of Attorney, Retirement Planning, Wealth Planning, Wealth Preservation, Probate Litigation, Limited Liability Partnerships, Limited Partnerships, Business Formation, Federal Estate and Gift Taxation, Estate Planning for the Elderly, Long Term Care, Advance Directives, Self-Cancelling Installment Notes, Family Business Successions, Buy-Sell Agreements.

Q: Does the law firm offer free consultations?

A: Yes, the law firm offers a 30-minute free consultation for new clients. Policy might change at any time, please contact us by email to verify in writing.

Q: What are the law firm’s hours of operation?

A: Its opening hours are Monday: By Appointment Only
Tuesday: By Appointment Only
Wednesday: By Appointment Only
Thursday: By Appointment Only
Friday: By Appointment Only
.Operating hours may change and can be affected by holidays. Please call 877-563-2554 to make an appointment.

Customer Reviews Write a Review

Review Score:5.0

★★★★★ - Quick and effective legal solutions.

Nearby Law Firms

Other Law Firms in San-jose, California

Stander Reubens Thomas Kinsey - 6840 Via Del Oro, Suite 290 - Workers Compensation
Patterson & Sheridan, LLP - 50 W. San Fernando Street, Suite 250 - Intellectual Property, Patents, Ip Litigation, Ip Opinions, Trademarks, Copyrights, Trade Secrets, Patent Portfolio Management, Mergers And Acquisitions, International Ip, Technology Transactions, Licensing
Hickman Palermo Truong & Becker LLP - 1 Almaden Blvd., Fl. 12 - Intellectual Property, Patents, Trademarks, Copyrights, Technology Law, Business Transactions
Silicon Valley Law Group A Law Corporation - 25 Metro Drive, Suite 600 - Business Litigation, Corporate & Securities, Employment, Environmental Law, Financial Services, Intellectual Property, Real Estate & Land Use, Tax Planning
Bergeson LLP - 111 N. Market St., Suite 600 - Securities Litigation, Intellectual Property, Commercial Litigation, Internal Investigations, Labor and Employment
Haworth, Bradshaw, Stallknecht & Barber, Inc. - - Workers' Compensation Defense, Civil Litigation, Subrogation, Longshore Harborworkers' Defense
Ferrari, Ottoboni, Caputo & Wunderling, LLP - 333 West Santa Clara St., Ste. 700 - Tax, Trust & Estate, Real Estate, Business
Hoover Krepelka, LLP - 1520 The Alameda, Suite 200 - Divorce, Divorce Taxation, Post Divorce Modification, Child Support, Child Custody, Spousal Support, Domestic Violence, Property Rights, Premarital Agreements, Post Nuptial Agreements, Grandparents Visitation Rights, Gay and Lesbian Family Law, Community Property Law, Marital Property Distribution, Marital Property Settlements, Interstate Child Custody, Third Party Custody, No Fault Divorce
Olimpia, Whelan, Lively & Ryan A Professional Corporation - 1000 Old Quarry Rd. - General Civil and Trial Practice, Business, Corporation, Taxation, Real Property, Employment, Patent Infringement, Trade Secret Misappropriation, Family Law.
Pahl & McCay A Professional Corporation - 225 West Santa Clara Street, Suite 1500 - Real Estate Law, Labor and Employment Law, Business and Commercial Litigation, Commercial Banking and Financial Institutions Law, Corporate Formation and General Counsel for Closely Held Businesses